Claims & Operations
Industry:
Insurance / Insurtech
Solution:
monday.com Implementation
Claims Workflow Automation
SLA Management
Operations Automation
THE CHALLENGE
Claims management requires continuous tracking, communication, and adherence to service standards.
Previously, reporting was heavily dependent on spreadsheets and manual follow-ups.
THE SOLUTION
Everything.Insure consolidated claims operations into monday.com and introduced:
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Automated task logging
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SLA monitoring
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Centralized claims dashboards
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Cross-department collaboration
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Automated deadline management
RESULTS AT A GLANCE
Complete Claims Visibility
The team now has a live view of every claim across all business units.
Elimination of Excel Reporting
Claims reporting is now fully managed inside monday.com.
Improved Accountability
Missed SLAs are immediately flagged, allowing managers to act proactively.
Better Collaboration
Claims and Client Services teams now work
from shared workflows to improve response times and service delivery.
• Escalation trends
• SLA compliance
• Delivery time performance
CLIENT SERVICES PERSPECTIVE
“All status updates have an SLA appointed and when these are missed, they are flagged for immediate updates and action so that nothing falls through the cracks.” .”
KEY OUTCOME
From claims initiation through resolution, teams now have a transparent, data-driven process that improves service quality and operational control.
PARTNER SPOTLIGHT
Why Everything.Insure Chose The CRM Team
Technology alone does not drive transformation. Successful adoption depends on having the right implementation and support partner.
For Everything.Insure, The CRM Team played a key role in ensuring ongoing support and optimization.
“To be honest, if I ever need anything, Jarad is always available. I recently added another group company to their own monday.com instance and it was immediately added to my profile so I could oversee everything. They are quick, efficient, and always willing to help.”
PARTNERSHIP IMPACT
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Responsive support
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Rapid implementation assistance
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Ongoing optimization guidance
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Multi-company scalability
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Trusted strategic partnership
CLOSING RECOMMENDATION
“Just do it, you won’t regret it. If you put in the effort to scope out your requirements correctly before implementation, you will save yourself a lot of time down the line as the system is extremely easy to use and setup.“
Tyne van der Merwe
HEAD OF SALES AND DATA ANALYTICS
Everything.Insure
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The post Claims & Operations – Turning Claims Management into a Data-Driven Process appeared first on The CRM Team.